EWS
Evergreen Wealth Solutions’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
75,833
-6,427
| -8% | -$163K | 1.15% | 18 |
|
|
2025
Q1 | $2.06M | Sell |
82,260
-6,171
| -7% | -$154K | 1.39% | 11 |
|
|
2024
Q4 | $2.17M | Buy |
88,431
+77,597
| +716% | +$1.91M | 1.52% | 11 |
|
|
2024
Q3 | $279K | Buy |
10,834
+413
| +4% | +$10.6K | 0.19% | 88 |
|
|
2024
Q2 | $256K | Buy |
+10,421
| New | +$256K | 0.18% | 97 |
|